Barton Brewer
Global Business Management · Valencia, California
Barton Brewer is a fee-only financial advisor at Global Business Management in Valencia, California, who holds the CFP, ChFC and CFA credentials. Barton focuses on tax planning and retirement planning. Global Business Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Global Business Management |
|---|---|
| Based in | Valencia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $259.3M across 659 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in CA · CRD 1677665 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.gbmi.com |
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Questions about Barton
Is Barton Brewer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barton holds no broker registration, and Global Business Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barton charge for financial advice?
Barton's firm, Global Business Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Barton Brewer based?
Barton Brewer is based in Valencia, California.
What does Barton specialize in?
Barton's specialties include tax planning and retirement planning. Barton works with founders, executives and ultra high net worth.
What credentials does Barton Brewer hold?
Barton Brewer holds the CFP, ChFC and CFA credentials.
Is Barton Brewer registered with the SEC?
Yes. Barton Brewer is registered as an investment adviser representative in CA (CRD 1677665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Business Management manage?
Global Business Management reports $259.3M across 659 accounts in assets under management.
How do I contact Barton Brewer?
Through Barton's website, www.gbmi.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Global Business Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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